Morling Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1 shares of SCHR stock, worth $25. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$25% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
506Shares Held
377MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$124 Million0.01% of portfolio